Mitigate risk and focus on what matters most — your clients.
FundNovaSoft's Service Bureau offers best-in-class servicing for your SBL program — from full white-glove service to robust self-service tools. You focus on growth; we handle operations.
Service Bureau
Your dedicated SBL operations partner
Mitigate operational risk and watch your business thrive with our servicing solutions. Whether you choose our robust self-service capabilities or full service, white-glove treatment, leave the servicing to us so that you can focus on your priorities.
Our experienced servicing team manages every aspect of post-origination loan administration — from payment processing and interest calculations to collateral monitoring and customer service.
- Full-service and self-service tiers available
- Dedicated client service specialists
- Payment processing & interest management
- Collateral call management & resolution
- Regulatory reporting & compliance support
Service Tiers
Choose the level of support that fits your needs
Self-Service
Access our full suite of servicing tools through the platform. Your team manages day-to-day operations with the support of our intuitive dashboard, automated workflows, and on-demand support resources.
Co-Managed
Split servicing responsibilities between your team and ours. You retain control over key decisions while our specialists handle the operational heavy lifting — the perfect balance for growing firms.
Full-Service (White Glove)
Completely outsource your SBL servicing to FundNovaSoft. Our team handles everything — client interactions, payment processing, collateral management, reporting, and compliance — under your brand.
What We Handle
Comprehensive post-origination services
Payment Processing
Automated interest accrual, billing, payment collection, and posting — with multiple payment method options for borrowers.
Collateral Monitoring
Daily mark-to-market valuations, automated coverage calculations, and tiered alert notifications — keeping your portfolio protected 24/7.
Client Support
Experienced client service representatives handle borrower inquiries, account changes, and issue resolution under your firm's brand.
Statement & Reporting
Monthly borrower statements, advisor activity reports, portfolio summaries, and regulatory reports — all generated automatically.
Collateral Call Management
Structured collateral call processes with client notification, cure period management, and resolution tracking — reducing risk and regulatory exposure.
Compliance Support
Regulatory reporting, audit support, and compliance documentation — helping your team meet FINRA, SEC, and state-level requirements with confidence.
Let us handle your servicing operations
Free your team to focus on growth while FundNovaSoft manages the complexity of SBL servicing with precision and care.
Request a Demo